Heritage Wealth Management (Arizona)’s LPL Financial LPLA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$478K	Sell	1,712 -228	-12%	-$61.9K	0.27%	78
2024 Q1	$513K	Sell	1,940 -81	-4%	-$20.4K	0.26%	82
2023 Q4	$460K	Buy	+2,021	New	+$454K	0.25%	85
2022 Q4	$1.13M	Buy	5,225 +1,946	+59%	+$455K	0.16%	105
2022 Q3	$716K	Buy	3,279 +280	+9%	+$59.5K	0.23%	71
2022 Q2	$553K	Buy	2,999 +379	+14%	+$72K	0.18%	89
2022 Q1	$479K	Buy	+2,620	New	+$456K	0.13%	121
2021 Q3	$198K	Buy	1,264 +168	+15%	+$24.1K	0.07%	220
2021 Q2	$148K	Buy	1,096 +461	+73%	+$67K	0.06%	270
2021 Q1	$90K	Buy	+635	New	+$81K	0.05%	260

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LPLA Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its LPL Financial (LPLA) stake by 12% in Q2 2024, selling an estimated $61.9K and leaving 1,712 shares worth $478K. The position accounts for 0.27% of the portfolio, ranked #78.

Heritage Wealth Management (Arizona) first reported a position in LPLA in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2022. 676 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

Heritage Wealth Management (Arizona) held 1,712 shares of LPL Financial worth $478K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 228 LPL Financial shares in Q2 2024, an estimated $61.9K.
LPL Financial made up 0.27% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #78 holding.
Heritage Wealth Management (Arizona) first reported a position in LPL Financial in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s LPL Financial position peaked at $1.13M in Q4 2022.
676 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.